switch board version 9.0.4 to 10.1.4

Anyone out there who can tell me something about the update from version 9.0.4 to 10.1.4? Maybe some information about problems and their solutions, where you have to look for and what you have to do that the reports are running?

if I understood Paul Wyatt - GVA explanation corectly, he also moved from Win Client to HTML5 Client .

For a complex Project I would do this in 2 steps, first update to 10.x.y with Regression Testing (using the same Client as it is in use in older version) and do the re-testing with HTML5 in a second step (if there is the plan to migrate to html5 in the future).

So user can have the new version and there is more time for testing the new HTML5 environment

I'm a customer and have transitioned from BOARD 9 to BOARD 10 and can tell you that you need only carry out some minor planning as the upgrade itself is very simple. I have separate DEV, Test and Production servers. Planning will be a little more involving if you only have one server. If this is the case, you are going to want to plan for downtime or book in some overtime to test upgrade out of hours to make yourself fully happy with steps before formulating your upgrade plan to all users. Testing is easy as you can upgrade your server then downgrade it again for the next day. Also,

Know that all other relevant information - BOARD manual, in the release notes and after Chapter 13.

BOARD 9 Capsules can be opened in BOARD 10 but if they are then saved, they are converted and cannot be re-opened in BOARD 9.

To upgrade, you only need to install BOARD 10.x.x to your server. Your company upgrade plan should involve a notification to users that, once server is updated, all users will be informed that, on logging on to their desktop client, they will be asked for permission for their installation to update itself - it is automatic. Also install the WEB server either on the same server or on your nominated location for use through IIS. That is it.

There are a few steps you will want to carry out before create your upgrade plan and deploy the update:

DATALOAD - Test your capsules on an updated server and run the dataload process for each one. I found that BOARD 9 processes with broken SQL datareaders would fail on BOARD 10 - because it found the broken process

WEB - what you see is not what you get. You will want to test all capsules online and identify visual issues. Also, be aware that broadcasting functions do not function on HTML 5 platform. I can export to Excel and PDF but I cannot create a PDF catalogue of a capsuled screen with one item to a page.

IIS - WEB Themes. Discuss with BOARD support about the config steps to allow for DEVs to update the WEB THEME. I had issues which our infrastructure manager resolved with some scripts on the IIS server. If you have issues, ask and I'll explain.

TEST your production capsules - Consider the functionality of your processes and understand what you currently cannot do on BOARD 10.1.4 so that you can mitigate that functionality. All is coming in BOARD 10.5.0

UPGRADE CAPSULES. Once you have tested everything and formulated your upgrade plan, factor in the CAPSULE update work.

I hope that this helps. Please feel free to ask more questions and I will do what I can to answer from a customer's perspective.

if I understood Paul Wyatt - GVA explanation corectly, he also moved from Win Client to HTML5 Client .

For a complex Project I would do this in 2 steps, first update to 10.x.y with Regression Testing (using the same Client as it is in use in older version) and do the re-testing with HTML5 in a second step (if there is the plan to migrate to html5 in the future).

So user can have the new version and there is more time for testing the new HTML5 environment

Maybe you also should check your ODBC connections. On older Board versions you may have ODBC connections for text and csv files. These are no longer supported by Microsoft, and should be replaced by ASCII datareaders.

Contact BOARD

Discover BOARDVille

Follow us

BOARD is an all-in-one
Corporate Performance Management and Business Intelligence software solution that makes it easy to build any
business analytics and planning applications without coding. BOARD offers all the
functionalities, tools and analytic capabilities needed to quickly create
dashboards, reports and self-service analyses fully integrated with
enterprise planning and simulation processes. BOARD is included in Gartner's
“Business Intelligence & Analytics” Software Vendors and “CPM Suites” Magic Quadrants. Recent comparison reports have rated
BOARD the best product for Overall Customer Satisfaction among a
comprehensive list of BI and CPM software vendors. Compare our customer list and case studies to discover more about the benefits of the best in class decision making platform.